Core Viewpoint - The company has increased its order scale from Apple, focusing on integrated inductors for power management units in end devices, while maintaining confidentiality agreements with clients [1] Group 1 - The company primarily supplies integrated inductors to major clients, which are essential for power management in electronic devices [1] - The actual order scale with clients is subject to dynamic adjustments based on downstream production plans, and specific details are not disclosed publicly due to strict confidentiality agreements [1] - The company aims to respond to the growing customer demand by leveraging prior product certifications and capacity reserves to ensure timely delivery of related products [1]

Group 1 - The core viewpoint of the article highlights that 麦捷科技 (Mikrotech) is experiencing significant growth in its supply of high-current and high-saturation inductors to server clients, indicating a strong market position [1] - The company has seen a noticeable increase in its market share in recent years, suggesting effective business strategies and customer relationships [1] - Future growth prospects are promising as the business is expected to become a key incremental revenue source with the expansion of major clients [1]

Core Viewpoint - The company, 麦捷科技, is actively providing inductance solutions tailored to the specific needs of clients in various application scenarios, including servers, communication devices, and computing terminals, while maintaining confidentiality regarding specific cooperation details and order sizes [1] Group 1: Business Operations - The company is engaged in the development of inductance products for key components in robotics, such as servo systems, control modules, and sensors [1] - The company has initiated technical adaptations for its inductance products in the robotics sector and is currently collaborating with multiple industry-related manufacturers to conduct sample testing [1] - The company plans to continuously follow up on the testing feedback of the sample products to actively promote the realization of cooperation [1]

格隆汇9月29日丨麦捷科技(300319.SZ)在投资者互动平台表示，具体合作中，公司主要根据客户在服务 器、通信设备、算力终端等不同应用场景的需求，提供相应的电感解决方案。由于客户合作细节涉及商 业秘密，不便披露具体合作金额或订单规模等个性化信息，请予谅解！在机器人领域的产品导入进展方 面，公司已启动针对机器人伺服系统、控制模块、传感器等关键部件电感产品的技术适配，目前与多家 产业相关厂商推进产品的送样测试工作，后续公司也将持续跟进送样产品的测试反馈，积极推动合作落 地。 ...

证券代码：300319 证券简称：麦捷科技 公告编号：2025-047 深圳市麦捷微电子科技股份有限公司 关于为子公司申请综合授信提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有 虚假记载、误导性陈述或重大遗漏。 一、担保情况概述 深圳市麦捷微电子科技股份有限公司（以下简称"公司"）于 2025 年 3 月 27 日召开第六届董事会第二十二次会议、2025 年 4 月 18 日召开 2024 年度股东 大会，审议通过了《关于 2025 年度为子公司申请银行综合授信提供担保的议案》。 为支持公司全资子公司星源电子科技（深圳）有限公司（以下简称"星源电子"） 的发展，解决星源电子向银行申请综合授信额度担保的问题，同意公司为星源电 子向银行申请 10 亿元的综合授信额度提供担保,担保总额合计不超过 10 亿元人 民币，具体内容详见公司于 2025 年 3 月 28 日披露于巨潮资讯网的《关于 2025 年度为子公司申请银行综合授信提供担保的公告》（公告编号：2025-015）。 二、担保进展情况 近日，公司与中国银行股份有限公司深圳宝安支行（以下简称"中国银行深 圳宝安支行"）签署 ...

Core Insights - The AI server market is expanding rapidly, driven by the need for high-performance computing and the increasing demand for passive components like MLCCs and inductors to support stable AI operations [2][7] - Domestic passive component manufacturers in China, such as SanHuan Group and Shunluo Electronics, are leading in R&D investments and personnel, positioning themselves to capitalize on the AI server market [4][6] R&D Investment - SanHuan Group leads with R&D investment of 29,263.6 million yuan, followed by Shunluo Electronics at 27,730.2 million yuan, and Fenghua Advanced Technology at 12,401.5 million yuan [4] - Other companies' R&D investments include: Maijie Technology (8,180.9 million yuan), Hongda Electronics (6,734.1 million yuan), Huojue Electronics (5,014.4 million yuan), Taijing Technology (2,292.78 million yuan), and Dali Kipu (930.1 million yuan) [4] R&D Personnel - SanHuan Group has the highest number of R&D personnel at 1,877, followed by Shunluo Electronics with 1,354 and Fenghua Advanced Technology with 1,336 [6] - Other companies' R&D personnel counts include: Maijie Technology (568), Hongda Electronics (336), Huojue Electronics (296), Taijing Technology (227), and Dali Kipu (46) [6] Market Progress - SanHuan Group has seen a significant increase in MLCC demand for AI servers, with usage up by over 80% compared to general servers, averaging 3,000 to 4,000 units per server [7] - Shunluo Electronics has developed a new structure tantalum capacitor that is compact and reliable, gaining traction in AI server applications [8] - Fenghua Advanced Technology has made advancements in high-capacity MLCCs and has developed products suitable for high-voltage applications in AI servers [8] - Maijie Technology has successfully designed inductors for high-efficiency power management chips used in AI servers [9] - Taijing Technology has developed a temperature-compensated oscillator for AI data center applications, achieving industry-leading low phase noise performance [9] - Dali Kipu specializes in RF microwave MLCCs and has gained a competitive edge in the domestic market [9] R&D Expense as a Revenue Percentage - In 2025, Shunluo Electronics is projected to have the highest R&D expense as a percentage of revenue at 8.6%, followed by Hongda Electronics at 7.9% and SanHuan Group at 7.1% [10] - Other companies' percentages include: Taijing Technology (5%), Dali Kipu (4.8%), Maijie Technology (4.6%), and Huojue Electronics (2.8%) [10]

Core Viewpoint - The company, Moer Technology, has successfully passed the IPO review by the Shanghai Stock Exchange, marking a rapid approval process for a domestic GPU leader in less than three months [1][3]. Group 1: Capital Raising and Use of Proceeds - Moer Technology plans to raise 8 billion yuan for the development of next-generation AI training and inference chips, graphics chips, and AI SoC chips [3]. - The company has a diverse shareholder base, including major internet companies like Tencent and ByteDance, as well as top venture capital firms and state-owned funds [3][5]. Group 2: Shareholding Structure - The shareholding structure is characterized by a combination of founder control and diverse capital participation, with founder Zhang Jianzhong holding 11.06% directly and controlling 36.36% of voting rights through various agreements [4]. - Employee stock ownership plans cover 724 employees, accounting for 64% of the total workforce, which is crucial for attracting and retaining top talent in the competitive chip industry [4]. Group 3: Strategic Partnerships and Collaborations - Moer Technology has established business partnerships with several listed companies to build a domestic GPU ecosystem, including collaborations with Weixing Intelligent and Runxin Technology for AI computing and GPU packaging [8]. - The company is also working with various suppliers for high-end components, indicating a strong integration within the industry [8]. Group 4: Financial Performance and Market Outlook - The company has reported cumulative losses of 5.276 billion yuan from 2022 to mid-2025, reflecting the high investment nature of the chip industry [10]. - The IPO is expected to test market recognition of domestic GPU enterprises, with projections indicating that the Chinese AI chip market could reach 13.4 trillion yuan by 2029, positioning Moer Technology to benefit from this growth [10].

Group 1 - The company, Maijie Technology, reported that as of September 19, the number of shareholders was 48,589 [1]

Core Insights - The company, Maijie Technology, confirmed on September 24 that it does not hold any shares in Moore Threads and currently has a small supply relationship with them [2] Company Summary - Maijie Technology does not possess any equity in Moore Threads [2] - The supply relationship with Moore Threads is described as relatively minor [2]

人民财讯9月24日电，有投资者在互动平台向麦捷科技（300319）提问，公司持有拟上市公司摩尔线程 股份吗？供货量占营收比是多少？麦捷科技回复称，公司未持有所述企业股份，目前向其供货比重较 小，后续有望随着合作的进一步深入而提升供货份额。 ...